Institutional Ownership Jp Morgan Tr Mun ETF (De) (JMUB)
This table provides information about the institutional ownership of Jp Morgan Tr Mun ETF (De) (JMUB). We have compiled data on the 394 institutions that hold shares in the stock, with a total of 55.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
48,324
shares
|
$2.45 Million
0.44% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
47,849
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2025
Added 107.57%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
45,659
shares
|
$2.31 Million
1.16% of portfolio
|
Q3 2025
Added 17.61%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
45,155
shares
|
$2.29 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
44,986
shares
|
$2.28 Million
0.29% of portfolio
|
Q2 2025
Added 129.74%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
43,443
shares
|
$2.2 Million
0.37% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
43,132
shares
|
$2.19 Million
0.03% of portfolio
|
Q3 2025
Added 46.94%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
42,337
shares
|
$2.15 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
41,779
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
40,248
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
39,674
shares
|
$2.01 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
39,340
shares
|
$1.99 Million
0.11% of portfolio
|
Q2 2025
Reduced 68.57%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
38,620
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
38,503
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
38,347
shares
|
$1.94 Million
0.07% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
38,095
shares
|
$1.93 Million
0.15% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
38,051
shares
|
$1.93 Million
0.31% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
36,708
shares
|
$1.86 Million
0.51% of portfolio
|
Q2 2025
Added 21.24%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
36,068
shares
|
$1.83 Million
0.05% of portfolio
|
Q2 2025
Added 360.76%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
35,610
shares
|
$1.81 Million
0.21% of portfolio
|
Q3 2025
Reduced 17.59%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
35,027
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
34,988
shares
|
$1.77 Million
0.26% of portfolio
|
Q3 2025
Added 110.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
34,750
shares
|
$1.76 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
34,634
shares
|
$1.76 Million
0.67% of portfolio
|
Q2 2025
Added 52.69%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
34,256
shares
|
$1.74 Million
0.12% of portfolio
|
Q2 2025
Added 6.14%
|